14.51 How to Attach a Document to a Project
Apr/4/2007
Attaching a
Document to a Project is done from the Documents section within the given
Project you would like to attach a Document to.
From within
Projects click on the Documents icon.
The main Documents
page for that project will open for you to specify if the Document will be
scanned, created, linked or imported. Simply choose if the Document is going to
be Scanned or attached in another form.
Clicking on either
the New Scanned Document icon will open the wizard to scan in a New
Document or clicking the New Document icon will enable you
to scan or attach the Document to a Project.
An example of
the New Documents screen is shown below.
Choosing from the highlighted functions will allow you
to create, import, link to a File or link to an existing Document within
Tradepoint. Simply make your choice, follow the screens when prompted and Save
your changes when you are done.
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